Wealth creation is a process of utilising your available resources together with investment strategies that will provide sufficient capital to meet your immediate or future capital needs.

At EFS, our accredited financial planners can provide advice across various asset classes and financial products, including the following:

  • Managed Funds

  • Direct Shares

  • Listed Property Funds

  • Fixed Interest & Term Deposits

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When you think about creating wealth you should ask the following questions:

  • What are my goals?

  • What are my available resources?

  • Where should I invest?

  • What is my investment timeframe?

  • Will I pay too much tax?